+28.0%
NBIS vs PM
+48.8%
-20.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.6% | -8.2% | -5.5% |
| 7D | -22.4% | +4.3% | -26.7% | -19.8% |
| 30D | -39.1% | +11.5% | -50.6% | -33.7% |
| 3M | -37.3% | +13.0% | -50.3% | -30.8% |
| 6M | -19.8% | +25.9% | -45.7% | -9.0% |
| YTD | +69.1% | +34.0% | +35.1% | +110.6% |
| 1Y | +28.0% | +46.9% | -18.9% | +79.9% |
| All | +28.0% | +48.8% | -20.8% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling